HockeyStack
HomeLive DemoBook a DemoLogin
  • Getting Started
    • 👋Welcome to the Docs!
    • Product Onboarding
    • HockeyStack Implementation Scope: Reporting Product
  • Release Notes
    • May 5, 2025
    • April 21, 2025
    • April 14, 2025
    • April 7, 2025
    • March 31, 2025
    • March 24, 2025
    • March 14, 2025
    • March 6, 2025
    • February 28, 2025
    • February 17, 2025
  • Guides
    • ❓FAQ
      • Merging in HockeyStack
      • Why has my data changed?
      • Viewing form submissions by page
      • A touchpoint's influence on conversion rates
      • Average number of touchpoints
      • Self-reported attribution
      • Trend of Engagement Score
      • How do I see which individuals / companies are included in a metric?
      • What touchpoints get credit in attribution?
      • What object/integration is this field pulling from?
      • What is "Source"?
      • What is "UTM Source"?
      • What is "UTM Medium"?
      • What is an Action?
      • How can I add Salesforce Task object into Defined Properties?
      • How can I track offline events in HubSpot?
      • How can I use LinkedIn Impressions and Engagements in my reports?
      • Measuring sales and marketing penetration in an account list
      • Measuring number of engaged contacts per company
      • Offline conversions for ad platforms
      • Tracking progression on targets
      • Building a Campaign / Asset Grouping property
      • Percentage of high quality job titles by Channel
      • Measuring conversion rates
      • Building a goal that shows open opportunities
      • Number report: Funnel stages influenced by different types of marketing touchpoints
      • Best Practices for Lifecycle Tracking in Salesforce / HubSpot
      • Adding HubSpot form fills to defined properties
      • Does HockeyStack website pixel track US States?
      • Measuring Time Between Two Goals in HockeyStack
      • What is the HubSpot "email bounces" action?
      • Hiding Fields from your CRM in HockeyStack
      • How long does it take for a relation mapping to be ready to use?
      • Can I integrate multiple LinkedIn ads accounts?
      • Can I use Zapier for integrations with HockeyStack?
      • I created a new field in Salesforce (SFDC), but I don’t see it in HockeyStack. What should I do?
      • Using two similar fields in one breakdown
      • Why can't I map back to property?
      • GA4 vs. HockeyStack Website Data Tracking
      • How does HockeyStack deduplicate accounts?
      • How do Table Totals Work: Campaign vs Campaign Group?
      • Can I create one field that calculates the total ad spend + SFDC campaign spend?
      • HubSpot: Can I filter a goal on X object by Y object fields?
      • LinkedIn Impressions: Different Ways of Measuring
      • How to define Engaged Accounts and Engaged People?
      • Building a Campaign Grouping property
    • 🖥️Dashboard Building Guides
      • Business Overview Dashboard
      • CMO Dashboard
      • Website Analytics Dashboard
      • Paid Ads Dashboard
      • Google Ads Dashboard
      • LinkedIn Ads Dashboard
      • In-Person Events
      • ABM Live-Demo
      • Content/Organic Dashboard
      • Dashboards from Labs Reports
        • LinkedIn Ads Benchmarks
        • Google Ads Benchmarks
        • Q1 2024 Recap
        • G2 Impact 2024 Report
        • Website Benchmarks
  • Documentation
    • The HockeyStack Data Model
    • 🎯Goals
      • Funnel Stages Goals
      • Form Fill Goals
      • Page View Goals
      • Click Goals
      • Finding Out a Button's CSS Selector
      • Goals on the Task Object
      • Building an All Touchpoints (Channel) Goal
    • 🔦Touchpoint Hierarchy
    • Defined Properties
    • Track Date Properties
    • 📊Reports
      • Building a Basic Report
      • Journeys Use Cases
      • Sequences
      • Lift Reports
      • Lift Analysis vs. Multi-Touch Attribution
      • Types of report filters and when to use them
      • Attribution Models
      • Attribution Lookback
      • Defining Custom Attribution Weights
      • Importing a Google Sheet to use as a Goal Column
      • Advanced Attribution Models
    • 🖥️Dashboards
    • Dashboard Filters
      • When to use AND vs. OR logic?
      • Using Regex
    • 🌠Journeys
      • Syncing journeys to CRM and Slack
    • 🥇Golden Paths
    • Funnels
    • Attribution Funnel
    • 👥Segments
    • ⚙️Settings
      • Account Reset Guide
      • Auto-tagging of URLs
      • Data Categorization in HockeyStack
      • Team Sharing
      • Tracking Multiple Domains
      • Excluding Users
      • Reporting Configuration
      • Multi-Factor Authentication
    • Advanced Data Connections
      • Account List Import
      • Property Relation Mappings
      • Sync Spend
      • Syncing spend from offline channels and campaigns
    • 🔃Audience Syncs
    • Send View updates to Webhooks
    • Odin AI
      • HockeyStack AI: Security, Privacy, and Responsible Use
  • DataSyncs
    • Connecting your Warehouse
      • Authenticate Snowflake
      • Authenticate Google Sheets
      • Authenticate BigQuery
      • Authenticate S3
        • Use an S3 User
        • Use an IAM Role
    • Configure a DataSync Import
    • Configure a DataSync Export
      • Data Export Schema
        • Raw Actions Export Schema
  • Integrations
    • Website Tracker
      • Google Tag Manager
      • WordPress
      • React
      • Troubleshooting
      • Reverting to Cookie-Based Tracking
      • Identifying Users
      • Tracking Custom Goals
    • Ad Platforms
      • LinkedIn Ads
      • Bing Ads
      • Capterra Ads
      • Google Ads
      • Facebook Ads
      • Tiktok Ads
      • Twitter Ads
      • StackAdapt Ads
      • Reddit Ads
      • AdRoll Ads
    • Analytics & Data Warehouse
      • Snowflake
      • Amazon Redshift
      • Google Bigquery
      • Amazon S3
      • Azure Databricks
    • CRMs
      • Salesforce
        • Properties Pulled from Salesforce
        • Salesforce Pulled Objects List
        • Sending Data to Salesforce
      • HubSpot
        • HubSpot Pulled Objects List
    • SSO
      • Azure AD
      • Google Workspace
      • Okta
    • ABM
      • Qualified
      • 6sense
      • Demandbase
      • Clearbit
      • Rollworks
      • G2 Intent
      • Stackadapt
    • Marketing Automation
      • Marketo
        • How to Find Your Marketo Account Details
        • Marketo Pulled Objects List
      • Pardot
      • HubSpot
        • HubSpot Pulled Objects List
    • Other Integrations
      • Calendly
      • Drift
      • Okta
      • Segment
      • Customer.io
  • Setting up your Data for import
    • Import Custom Actions
    • Import Website Actions
    • Import Properties
    • Import Metadata
  • Technical Details
    • ↖️Website Tracking
      • How Website Tracking Works
      • Cookieless Tracking
      • Bot Traffic
      • Privacy Policy
      • GDPR Compliance
    • ⚙️Data Processing from Integrations
    • 🧮Data Cleaning
  • Account Intelligence
    • ☕Getting Started
      • HockeyStack Implementation Scope: Account Intelligence Product
      • Salesforce
        • Salesforce Permissions
        • Salesforce iFrame Installation
        • Salesforce Sync Fields
    • 🏗️Workflows
      • Creating a Workflow
      • List of Workflows
      • Starter Workflow
      • Recurring Workflow Runs
      • Nodes
        • Transformations
          • Condition
          • AI for Accounts
          • Contact Discovery
          • Contact Enrichment
          • Branching
        • Destinations
          • Salesforce
          • HubSpot
          • Outreach
          • StackAdapt
          • Salesloft
          • LinkedIn
          • Pardot
    • 👀Views
      • Create a New View
    • 🔢Scoring
      • Data
Powered by GitBook
On this page
  • Introduction
  • Basic Concepts
  • Real-World Example: North America Filter
  • Advanced Usage: LinkedIn Ads Visits Filter
  • Best Practices
  1. Documentation
  2. Dashboard Filters

When to use AND vs. OR logic?

Introduction

Creating effective filters in HockeyStack requires a solid understanding of AND/OR logic. While these concepts might seem complex at first, this guide will help you master them through clear examples and practical scenarios.

Basic Concepts

AND Logic

When using AND logic, all conditions in the statement must be true for a filter to match.

Example:

Filter: User is from Canada AND has made a purchase

A user will only match this filter if they meet both conditions:

  • They are from Canada

  • They have made a purchase

OR Logic

When using OR logic, at least one condition must be true for a filter to match.

Example:

Filter: User is from Canada OR has made a purchase

A user will match this filter if they meet either condition:

  • They are from Canada

  • They have made a purchase

Real-World Example: North America Filter

Let's follow a practical example with a user named Michael Scott who is from the US

Scenario 1: Filter for North American Users

To create a filter for North American users, we would use:

Filter: User is from Canada OR User is from US

For Michael:

  • ❌ User is from Canada = FALSE

  • ✅ User is from US = TRUE

  • Result: CORRECT: Filter matches (TRUE) because one condition is met

Scenario 2: Filter for Non-North American Users (Common Mistake)

Filter: User is NOT from Canada OR User is NOT from US

For Michael:

  • ✅ User is NOT from Canada = TRUE

  • ❌ User is NOT from US = FALSE

  • Result: INCORRECT: Filter incorrectly matches (TRUE) because one condition is met

Filter: User is NOT from Canada AND User is NOT from US

For Michael:

  • ✅ User is NOT from Canada = TRUE

  • ❌ User is NOT from US = FALSE

  • Result: CORRECT:Filter correctly doesn't match (FALSE) because both conditions aren't met

Advanced Usage: LinkedIn Ads Visits Filter

When creating complex filters, such as for LinkedIn Ads visits, you have two approaches for structuring your filters:

Option 1: Bottom-Level AND

UTM Source = linkedin OR
UTM Source = linkedin.com
    AND Touchpoint Type = Website Session

Option 2: Top-Level AND (Recommended)

(UTM Source = linkedin OR UTM Source = linkedin.com)
AND
Touchpoint Type = Website Session

The second approach is more scalable because:

  • It reduces redundancy

  • Makes it easier to add new conditions

  • Maintains cleaner filter logic

💡 Pro Tip

When building complex filters, start with your OR conditions grouped together, then use the "Switch And/Or" feature to add common conditions at the top level. This approach makes your filters more maintainable and easier to update.

Best Practices

  1. Always test your filters with known data to verify they're working as expected

  2. Group related OR conditions together

  3. Use top-level AND for conditions that apply to all criteria

  4. Double-check your logic when using NOT operators

  5. Consider scalability when structuring complex filters

PreviousDashboard FiltersNextUsing Regex

Last updated 20 days ago